Dr Ben King
"I have had a whale of a time with Vicky, Jo, Mandy and probably half of the team getting our Mortgage finalised, but we got there in the end. Everyone from Kelsall Steele was excellent!"
20/5/08
financial services
What can a Financial Adviser do for me ?
How can I benefit from speaking with a financial adviser ?
A member of finance 4 chiropractors, Kelsall Steele provide our Independent Financial Advice, and :
. Has a dedicated independent financial advisor (IFA) to work with our chiropractors
. Offers mobile phone contact to the adviser
. Will search across the whole of the market to meet your financial requirements
. Can provide a lifetime financial profile, including annual updates
. Can source both secured and unsecured finance for business development
. Can offer independent mortgage advice for your residential or investment needs
. Can help you with the following areas :
Financial Security and Protection
. Providing you with an income in the event of long term sickness
. Repaying your debts in the event of death or a critical illness
. Protecting your family in the event of your death or illness
. Providing Private Medical Insurance, to enable you to return to work as soon as possible
Long Term Planning
. Help you plan for long term financial security
. Consideration of savings plans and retirement planning
. Investment advice and guidance
. Investment Portfolio Planning with our Wrap Investment Platform
. Annual financial health checks to assist your long term goals
Borrowing
. Assist with financing your practice purchase
. Financing of business development and improvement
. Aiding equipment purchase
. Helping you to purchase a residential property
Tax Planning
. Giving advice and assistance regarding Inheritance Tax planning and Estate preservation
. Reducing your tax burden as you approach retirement
Don't forget, that our Independent Financial Adviser is not just restricted to this sector. If your clients are seeking financial advice, we would be pleased to assist them following your recommendation!
Contact us for more information or for a free phone consultation.
............................................................................................
Disclaimers
Finance 4 chiropractors is not authorised to offer financial advice and all Independent Financial advice will be provided by Kelsall Steele Limited.
Kelsall Steele Limited, Woodlands Court, Truro Business Park, Truro, Cornwall, TR4 9NH is authorised and regulated by the Financial Services Authority. We are entered on the FSA register (No 185507) at www.fsa.gov.uk/register. All fees will be subject to VAT. Our VAT Reg. No is 131 8996 44.
Contact us at Email: admin@kelsallsteele.co.uk
Tel: 01872 271655 Fax: 01872 277206
* Please be aware that your home may be repossessed if you do not keep up repayments on your mortgage.
* There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be at least a £199 administration cost.
** Past performance is not a guide to future performance
The Guidance and / or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Please visit the FSA consumer website for further information:-
www.fsa.gov.uk/consumer/keyfacts/index.html
